Need a little help with the "Data input and Data Collections Template".

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Hello,

I've been working on setting up this template for my business. The one crucial thing I need to include on this, is for it collect and automatically total my job cost submitted by the salesmen.

Could anyone help me out? I have attached some screen shots of the areas I need to modify.

I do not necessarily need it to show the total sold in the dashboard, but it would be nice.

Any help is appreciated!


Answers

  • Zachary Hall
    Zachary Hall ✭✭✭✭✭✭
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    To get started I would recommend considering using a Sheet Summary to add up all the jobs that get added. You can use the summary data as a metric on your Dashboard. Feel free to reply/reach out if you get stuck somewhere on it!

    Best,

    Zach Hall

    Training Delivery Manager / Charter Communications

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